Murphy & Mullick Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Murphy & Mullick Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$248K	Hold	331	–	–	0.15%	123
2026 Q1	$216K	Buy	331 +10	+3%	+$6.83K	0.16%	129
2025 Q4	$220K	Hold	321	–	–	0.16%	128
2025 Q3	$215K	Hold	321	–	–	0.16%	128
2025 Q2	$204K	Buy	321 +112	+54%	+$64.3K	0.17%	130
2025 Q1	$117K	Buy	209 +158	+310%	+$93.3K	0.11%	161
2024 Q4	$30K	Buy	+51	New	+$30.2K	0.03%	312

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Murphy & Mullick Capital Management's IVV Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 331 shares worth $248K. The position accounts for 0.15% of the portfolio, ranked #123.

Murphy & Mullick Capital Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Murphy & Mullick Capital Management held 331 shares of iShares Core S&P 500 ETF worth $248K as of Q2 2026.
Murphy & Mullick Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.15% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #123 holding.
Murphy & Mullick Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.